Kapil J.
Excel, Google Sheets, Power BI & Claude AI | Automation & Dashboard
1000+ Excel & Google Sheets Builds. 200+ Claude-Powered Tools. One Mission: Turn Operational Chaos Into Systems That Actually Run Themselves. With 15+ years in process excellence, operations, and data consulting, I'm a Lean Six Sigma Master Black Belt, PMP-certified, and a former transformation leader across Fortune 500 environments (Bank of America, JLL) and global BPO operations (Infosys, Genpact) — now bringing that same rigor to Excel, Google Sheets, Power BI, and Claude-powered automation for businesses that can't afford a full analytics team. I've delivered 1000+ Excel/Sheets models and 200+ Claude-based tools (reconciliation systems, transformation dashboards, MCP-connected data workflows) across operations, finance, logistics, real estate, and automotive retail. I don't just build spreadsheets or dashboards. I ask why the problem exists — a manual handoff, a broken reconciliation process, a report nobody trusts — before I design anything. That's the difference between a tool that looks good in a demo and one that actually changes how a team works day to day. What that looks like in practice: ✦ Built a multi-project Google Sheets system for a client's project management office — administrator hub, per-employee time trackers, and project dashboards that auto-consolidate every 30 minutes, giving leadership a live 16-week utilization view across every project without a single manual update. ✦ Built a Power BI digital dashboard for a finance operations function — tracking process KPIs, controls, risks, and continuous improvement deliveries in one executive view. ✦ Built a quote-to-job automation for a hauling/logistics business — VBA macros that read a quote form, auto-generate the job number, split out hauling, driver, and material rates, and export a versioned PDF and Excel record per job so nothing gets overwritten or re-keyed by hand. ✦ Built an investment transaction and portfolio tracker in Excel — dropdown-driven entry for deposits, withdrawals, trades, margin activity, and dividends, with cash-at-hand and cash-invested recalculating automatically on every entry. ✦ Ran a Lean Six Sigma DMAIC programme resolving unallocated cash across nearly 2,000 receipts in 19 countries — root-causing why cash sat unallocated and rebuilding the process, not just reporting on the backlog. ✦ Built 200+ Claude-based tools using MCP to connect external data sources directly into automated reporting and dashboards — the same underlying skill behind email-intake automation, invoice extraction, and reconciliation tooling. ✦ 1000+ Excel and Google Sheets models delivered across reporting, workflow design, and process automation — work that consistently becomes the foundation for bigger operational decisions, not just a one-off deliverable. My expertise includes: ✦ Real-Time KPI & Executive Dashboards (Excel, Google Sheets, Power BI) ✦ Operational Workflow & Process Redesign (Lean Six Sigma-driven) ✦ Data-Driven Decision Support (performance, cash/reconciliation, resource planning) ✦ Power BI & DAX — data models, measures, and executive-ready reports Process Automation (Excel VBA, Power Query, Google Apps Script, Power Automate) ✦ Claude-Powered Automation & MCP Integrations — connecting external data sources into Claude-based workflows that auto-triage, summarize, and update reports without manual entry Tools: ✦ Excel (VBA, Power Query, PivotTables) ✦ Google Sheets (Apps Script) ✦ Power BI (DAX) & Power Automate ✦ Make, Zapier, n8n ✦ Claude (MCP), ChatGPT, Gemini Send me a message describing your challenge and I'll respond within 24 hours.
Earnings and projects
Last 6 months ÷ 6
Last 6 months: $15
Billed in all: $66,359$66k
$5 in the last 6 months
Across 262 contracts
Earnings, last 30 days
Skill rankings: Top 26% in Lean Consulting
Ranked by MRR among everyone on Upwork with the skill.
- #35Lean Consulting136 freelancers · 🇮🇳 #3Top 26%🇮🇳#3 of 9
- #55Spreadsheet Macros118 freelancers · 🇮🇳 #7Top 47%🇮🇳#7 of 14
- #121Six Sigma327 freelancers · 🇮🇳 #9Top 37%🇮🇳#9 of 18
- #128Macro Programming285 freelancers · 🇮🇳 #26Top 45%🇮🇳#26 of 60
- #444Excel Macros900 freelancers · 🇮🇳 #50Top 49%🇮🇳#50 of 98
- #445Power Query958 freelancers · 🇮🇳 #48Top 46%🇮🇳#48 of 130
- #479Microsoft Power BI Data Visualization1,248 freelancers · 🇮🇳 #76Top 38%🇮🇳#76 of 235
- #638Microsoft Power Automate1,387 freelancers · 🇮🇳 #160Top 46%🇮🇳#160 of 340